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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
851
Carret Asset Management
New York
$275K – – –
MA
852
MONECO Advisors
Connecticut
$275K +$10.1K +125 +4%
AWMG
853
Alliance Wealth Management Group
New Jersey
$274K – – –
IWP
854
Innova Wealth Partners
Pennsylvania
$274K -$20.2K -250 -7%
IPWA
855
International Private Wealth Advisors
California
$274K -$253K -3,138 -49%
WANY
856
Wealthspire Advisors (New York)
New York
$274K +$21.4K +265 +9%
WLPWM
857
Walled Lake Planning & Wealth Management
Illinois
$273K -$252K -3,122 -49%
MFG
858
Magnus Financial Group
New York
$273K +$1.37K +17 +0.5%
RA
859
Ruggaard & Associates
Ohio
$272K – – –
BEI
860
Benjamin Edwards Inc
Missouri
$272K +$10.8K +134 +4%
BAM
861
Byrne Asset Management
New Jersey
$271K -$235K -2,915 Closed
VAS
862
Vestmark Advisory Solutions
Massachusetts
$270K +$258K +3,202 New
GWMR
863
GC Wealth Management RIA
Massachusetts
$269K +$258K +3,201 New
EWS
864
Eagle Wealth Strategies
New Jersey
$269K +$2.82K +35 +1%
PA
865
Parallel Advisors
California
$268K +$13.6K +169 +6%
GBT
866
Grove Bank & Trust
Florida
$268K +$3.39K +42 +1%
VFA
867
Values First Advisors
Tennessee
$268K -$9.03K -112 -3%
FWTB
868
First Western Trust Bank
Colorado
$266K – – –
MGWA
869
Monument Group Wealth Advisors
Massachusetts
$266K +$1.13K +14 +0.4%
KFS
870
Kelly Financial Services
Massachusetts
$266K – – –
UF
871
Univest Financial
Pennsylvania
$266K – – –
EFA
872
Edge Financial Advisors
Illinois
$266K +$807 +10 +0.3%
TNBTD
873
Trustmark National Bank Trust Department
Mississippi
$265K -$38.6K -478 -13%
RCM
874
RNC Capital Management
California
$264K – – –
SW
875
SlateStone Wealth
Florida
$264K – – –
33 34
35
36 37